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Unlocking "Free Money" - A 50-Year Analysis of Carry Trades & Low-Cost Capital

May 31, 2025

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9 min read

Unlocking "Free Money" - A 50-Year Analysis of Carry Trades & Low-Cost Capital

Free Money is not easy to get. Anyone who finds it easy is stupid.

Arjun Lohan
Arjun Lohan
The AI Divide: Winners, Losers, and the Vanishing Middle

Feb 23, 2025

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6 min read

The AI Divide: Winners, Losers, and the Vanishing Middle

Countries with AI >>> Countries without AI

Arjun Lohan
Arjun Lohan
Waymo's Calculated Conquest: The Economics of Autonomous Taxi Dominance

Jan 12, 2025

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6 min read

Waymo's Calculated Conquest: The Economics of Autonomous Taxi Dominance

Waymo and AI - Google's Fuel to a $10T Market Cap.

Arjun Lohan
Arjun Lohan
Pairs Trading on Tariffs

Jan 5, 2025

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14 min read

Pairs Trading on Tariffs

Trump Tariffs 2.0, Impact of Previous Tariffs on Inflation and Demand for Both US and China.

Arjun Lohan
Arjun Lohan
TFE: Modern Priming Mechanics Deep Dive

Oct 28, 2024

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7 min read

TFE: Modern Priming Mechanics Deep Dive

how modern priming mechanics work, analyze landmark cases that established key precedents

Arjun Lohan
Arjun Lohan
The ARM-Qualcomm Dispute: A $940M Chess Game

Oct 23, 2024

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4 min read

The ARM-Qualcomm Dispute: A $940M Chess Game

$ARM says bye to $QCOM ?

Arjun Lohan
Arjun Lohan
Uber Talks of Acquiring Expedia

Oct 20, 2024

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5 min read

Uber Talks of Acquiring Expedia

$30 Billion for an UI-centric online travel agency business?

Arjun Lohan
Arjun Lohan
One Dollar Test for Tech Startups

Oct 14, 2024

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7 min read

One Dollar Test for Tech Startups

Mastering Capital Allocation - From Buffett's One-Dollar Test to DoorDash's Dash for Dollars

Arjun Lohan
Arjun Lohan
Salesforce: Restructuring, Re-alignment, Renaissance?

Oct 13, 2024

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7 min read

Salesforce: Restructuring, Re-alignment, Renaissance?

What does Salesforce ($CRM) do? What is AgentForce?

Arjun Lohan
Arjun Lohan
Dividend Payments: Profiting From Your Payouts

Oct 8, 2024

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5 min read

Dividend Payments: Profiting From Your Payouts

The Mechanics of Dividend Payments

Arjun Lohan
Arjun Lohan
NVIDIA Deep Dive: Riding the AI Wave

Oct 6, 2024

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6 min read

NVIDIA Deep Dive: Riding the AI Wave

Jensen Huang's Nvidia offers unparalleled growth and industry-leading returns

Arjun Lohan
Arjun Lohan
Solar vs. Nuclear: Win for Renewable Energy?

Oct 5, 2024

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8 min read

Solar vs. Nuclear: Win for Renewable Energy?

Trendy to talk about. Difficult to scale.

Arjun Lohan
Arjun Lohan
The Financial Engineer

The Financial Engineer

Analyzing strategic partnerships and financial performance in the tech industry


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